Serent Toolkit

Serent’s Growth Team specializes in helping technology-enabled businesses achieve their goals.

Here at Serent Toolkit, our operations experts share their strategies, stories, insights, and best practices used while working to equip these high-growth and fast paced SaaS companies for success.

Mastering Post-Merger Integration: 5 Key Strategies from our M&A Center of Excellence

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Serent Snapshot: Lani Cathey, CEO of Dyad (formerly XDimensional Technologies)

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Entering a New Era in Electronic Health Record Technology

The adoption and use of EHRs has been a source of promise… and frustration. Most systems come with usability issues that are a key driver of physician burnout. Exchanging health data between systems can often be a major headache. And EHRs frequently fail to deliver the productivity gains they promise.

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Mortgage Tech: Bringing Digital Innovation to the Housing Industry with Amy Brandt

We sat down with Amy Brandt, who works with CEOs in the Serent portfolio as an Operating Executive Director at Serent Capital, to learn what innovative startups are doing to find success in the mortgage tech space.

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Developing an Effective Sales Hiring Process

Your sales team is critical to your company’s revenue growth, so recruiting the right reps is essential. Since sales is a high-pressure, high-turnover function, it’s not enough to find the occasional successful hire. Your team needs a reliable, scalable strategy for identifying suitable candidates—and ensuring their skill set aligns with your unique needs.

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Building a Sales Compensation Plan

Equipping your team to build a successful sales compensation plan is no small feat. We have identified 9 tactics that can help you lay the groundwork for creating the right compensation plan for your company.

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